Implementation-Support Handoff Document
Type of Business (general description):
Full Truck Load, LTL, Intermodal (3rd party provider)
Primary Support Contact name, email, and phone:
Keith Berkman – 516-395-5285
Secondary Support Contact name, email, and phone:
Delia Beltran – 562-345-2235
Appian products used:
Type of use:
Type of routing:
How often do they route?
No set schedule for solution building
Where will DR be installed?
Operating System used:
How often do they pull orders?
Number of licenses purchased:
How many users?
Direct Route and offerings will primarily be used for analytics – Performance Team is a 3rd party logistics provider.
Interfacing with another system? Name?
Uploading back to ERP? How often?
D2Link Provider Name:
Is customer live?
Any open cases? Case number?
The Performance Team is a 3rd party logistics provider. They model solutions based on what their customers provide them for data. Some are fixed route solutions, some are dynamic, TL, LTL, local, longhaul etc. Keith is the primary user and Delia is their IT person.